NAELA Journal Volume 13 Issue 1

The Fiduciary Pitfalls of Managing Special Needs Trusts That Own Real Estate

By  Marielle F. Hazen, CELA, and Shirley B. Whitenack, Esq., CAP
There are many reasons a trustee may hold real estate in a special needs trust (SNT), but there are also many pitfalls a trustee must be aware of to avoid liability and protect the interests of the trust beneficiary.

Can I/Should I Sell Law-Related Financial Services to Clients?

By  Professor Roberta (Bobbi) K. Flowers
Ethical and professional conduct requires an attorney to answer three questions.

Limiting State Medicaid Agency Attempts to Expand the “Any Circumstances” Test

By  Lisa M. Neeley, Esq.
The use of irrevocable trusts in the long-term care planning context has long been fraught with controversy and confusion.

Case Note: DeCambre v. Brookline Housing Authority

By  Ron M. Landsman, Esq., CAP
In DeCambre v. Brookline Housing Authority,1 the First Circuit held that existing U.S. Department of Housing and Urban Development (HUD) program regulations for federal rent support for the financially needy required local housing authorities (LHAs)

Book Review: The Eldercare Consultant: Your Guide to Making the Best Choices Possible

By  Bridget O'Brien Swartz, Esq.
When I first read The Eldercare Consultant, little did I know that it would soon become relevant to me and my family.

Book Review: Aging With a Plan: How a Little Thought Today Can Vastly Improve Your Tomorrow

By  Alison Barnes
This heartfelt and informative volume arises from the experiences of Sharona Hoffman, a seasoned professor at Case Western Reserve University School of Law and co-director of the law school’s Law-Medicine Center. Hoffman, who specializes in bioethics

Spring 2017


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